We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

3,117 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,332 increasing their positions, 1,217 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 101

8% more capital invested

Capital invested by funds: $334B → $362B (+$28B)

1% more funds holding

Funds holding: 3,0823,117 (+35)

1.08% more ownership

Funds ownership: 73.72%74.8% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 1,332 | Existing positions reduced: 1,217

1% more funds holding in top 10

Funds holding in top 10: 1,0031,009 (+6)

25% less call options, than puts

Call options by funds: $388M | Put options by funds: $517M

Holders
3,117
Holders Change
+35
Holders Change %
+1.14%
% of All Funds
45.01%
Holding in Top 10
1,009
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.6%
% of All Funds
14.57%
New
177
Increased
1,332
Reduced
1,217
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
151
Capstone Investment Advisors
New York
$249M +$39.7M +75,570 +20%
LIA
152
LBMC Investment Advisors
Tennessee
$244M -$2.04M -3,887 -0.9%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$241M -$741K -1,409 -0.3%
AC
154
AMS Capital
Brazil
$239M +$505K +961 +0.2%
CA
155
Clearstead Advisors
Ohio
$238M +$184M +350,870 +415%
MGIA
156
Moneta Group Investment Advisors
Missouri
$238M -$1.88M -3,575 -0.8%
AA
157
Ashford Advisors
New York
$238M -$1.54M -2,932 -0.7%
Korea Investment Corp
158
Korea Investment Corp
South Korea
$234M
FFA
159
Fragasso Financial Advisors
Pennsylvania
$229M -$5M -9,503 -2%
CFG
160
Citizens Financial Group
Rhode Island
$227M +$31.2M +59,407 +17%
PA
161
Planning Alternatives
Michigan
$227M -$1.3M -2,463 -0.6%
NAM
162
Nissay Asset Management
Japan
$227M
Two Sigma Investments
163
Two Sigma Investments
New York
$224M -$9.52M -18,100 -4%
AL
164
Aspiriant LLC
California
$223M +$28.3M +53,889 +15%
OWM
165
Orgel Wealth Management
Wisconsin
$222M +$24.5M +46,526 +13%
AIIMS
166
Analyst IMS Investment Management Services
Israel
$222M
WT
167
Whittier Trust
California
$221M -$3.08M -5,860 -1%
FWIA
168
Fort Washington Investment Advisors
Ohio
$218M +$919K +1,748 +0.4%
TIA
169
Traphagen Investment Advisors
New Jersey
$216M +$2.27M +4,314 +1%
AIA
170
Ally Invest Advisors
North Carolina
$216M -$1.17M -2,232 -0.6%
BP
171
Ballentine Partners
Massachusetts
$212M -$7.29M -13,858 -3%
Mitsubishi UFJ Trust & Banking
172
Mitsubishi UFJ Trust & Banking
Japan
$212M +$18.6M +35,310 +10%
Citadel Advisors
173
Citadel Advisors
Florida
$211M +$144M +272,916 +241%
TLIC
174
Taiyo Life Insurance Company
Japan
$211M
HW
175
Hancock Whitney
Mississippi
$210M +$18.6M +35,352 +10%

IVV Hedge Fund Activity: Q2 2024 in Review

3,117 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2024, worth a combined $362B — up 8.4% from $334B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IVV positions and 101 closed out — a net gain of 76 holders — while 1,332 added to existing stakes and 1,217 trimmed.

The largest buyer was Capula Management, opening a new position worth an estimated $4.62B. The largest seller was Bank of America, cutting an estimated $4.01B.

  • 3,117 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2024, up from 3,082 in Q1 2024.
  • Funds reported $362B of iShares Core S&P 500 ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P 500 ETF positions in Q2 2024 and 101 closed out, a net change of +76 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2024 was Capula Management, an estimated $4.62B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2024 was Bank of America, an estimated $4.01B sold.

Based on aggregated 13F filings for Q2 2024.